Capstone’s Grand Opening
The Capstone team cutting the grand opening ribbon

PALM COAST, Fla. – October 14, 2022 – (Newswire.com)

Capstone Planning, an independent financial services firm, opened the doors to their brand-new location on Oct. 7, 2022. The 6,400 sq ft new office is located in Palm Coast Town Center. The multi-million dollar investment in the Palm Coast community is designed to service and aid the growing number of individuals and families that choose Palm Coast to be their retirement destination.

The family-owned firm has served retirees and people approaching retirement in Palm Coast and Ormond Beach for 25 years. “We wanted to invest in our community in a bigger way,” said Timothy Wiltfong, Capstone Planning president and founder. “Our new location allows us to do even more for Palm Coast residents. We’re committed to making our community a great place to live, both before and after retirement.”

“Retirement is what we do,” said Keith Wiltfong, CFP®. “The people we work with are usually looking for reassurance they will have enough money to last through retirement. They’re also looking for guidance, someone to help them make important decisions and put a clear financial plan in place to get them through their later years.”

The firm achieves this through their proprietary process The Better Retirement Journey™, a comprehensive financial plan incorporating five key aspects of retirement planning: income, investments, taxes, health care and legacy. “We want our clients to live by design, not by default,” said Connie Wiltfong. “We want our clients to live with confidence and certainty, not worry and fear. They should be living out the dreams and desires they’ve worked for over the past three or four decades.”

Kris Wiltfong agreed. “We’re known for helping our clients make life happen,” he said. “You get one shot at retirement. People wonder if they’re doing their planning right. We’ve helped hundreds of people get to and through the retirement finish line.”

About Capstone Planning

Capstone Planning is a full-service, family-owned independent financial services firm in Palm Coast and Ormond Beach. Since 1998, they have helped hundreds of people create a long-lasting and fulfilling retirement. Visit capstoneplanning.com to learn more about the Wiltfong family and their proprietary process The Better Retirement Journey™.

Contact Information:

Keith Wiltfong

CERTIFIED FINANCIAL PLANNER™

keith@capstoneplanning.com

(386) 202-4498

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Capstone Planning Opens New Office to Provide Palm Coast Residents With a Better Retirement

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SOUTH PORTLAND, Maine – October 14, 2022 – (Newswire.com)

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RALEIGH, N.C. – October 14, 2022 – (Newswire.com)

Easterseals UCP (ESUCP) is proud to announce that our CEO, Luanne Welch, has been named one of ten individual 2022 Leaders in Diversity.

Our organization is honored to have a CEO who is recognized for her commitment and guiding hand toward making diversity, equity and inclusion a priority for Easterseals UCP. Unique to most CEO experiences, Luanne personally assembled and leads our Diversity Council. Even more unique, she truly relies on the Diversity Council and the diversity of her leadership team to help examine issues through multiple lenses, especially on critical business decisions that impact the culture and operations of our organization.

“Luanne tackles issues head on – admitting her short comings but committing herself to learning, listening and making decisions that are aligned with where she wants the organization to be headed. As a result, ESUCP is an inclusive place to work, where team members feel unafraid to show up as their authentic selves, free to use their gifts and abilities to advance our just cause.” – Michelle King-Stamps, Program Director/Counselor, Assertive Community Treatment Team.

The impact of receiving this award is meaningful and sends a powerful message to our team members and those we support. “Becoming an ideal organization from a DEI lens is a bigger-than-we-are vision and a cause worth striving for. It’s important to our team members, those we serve and the community. This award is not just for me, but for everyone at Easterseals UCP who uses their voice to make our organization better,” says Luanne.

Luanne, the Diversity Council and many other ESUCP team members attended the Triangle Business Journal’s award banquet on Wednesday, Oct. 12, 2022.

“We are very proud to have our CEO honored by the Triangle Business Journal for her commitment to DEI. Luanne gets it. Her leadership inspires us to show up every day knowing we are working for an organization where we all feel welcome, wanted and valued. Diversity, equity and inclusion is a strategic priority for ESUCP and to see Luanne recognized as part of this impressive group is wonderful,” says Maribel Anaya-Hammer, ESUCP’s Chief People Officer.

About Easterseals UCP 
Our purpose is to provide meaningful and exceptional services so that children, adults and families living with disabilities and mental health challenges can live, learn, work and play in their communities. To learn more, please visit eastersealsucp.com.

About the Triangle Business Journal
The Triangle Business Journal is a multimedia business news platform. It is also the leading provider of local business news for Raleigh-Durham-Chapel Hill. To learn more, please visit trianglebusinessjournal.com.

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Contact Information:

Cheryl Tuning

Chief Marketing Officer

cheryl.tuning@eastersealsucp.com

704-519-6331

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Newswire.com

Original Source:

Easterseals UCP’s CEO Recognized for 2022 Leaders in Diversity Award

NEW YORK – October 14, 2022 – (Newswire.com)

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